+365.6%
MUU vs TAP
-7.2%
+372.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.2% | -8.5% | -0.3% |
| 7D | +24.7% | +1.3% | +23.4% | +27.9% |
| 30D | -35.1% | +5.7% | -40.9% | -26.4% |
| 3M | -44.3% | -1.9% | -42.4% | -42.0% |
| 6M | -44.4% | +0.9% | -45.4% | -34.6% |
| YTD | +244.9% | -9.5% | +254.4% | +300.4% |
| 1Y | +365.6% | -9.0% | +374.6% | +427.1% |
| All | +365.6% | -7.2% | +372.8% | +427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling